New Customer Onboarding Checklist

Are you a brand new customer? This checklist is for you!

Read through the Guides for getting started articles here. Be sure to setup a Lytho account!

Send brand guidelines and logos in .eps format

Send both FC and NP permit information along for verification

Send an example of your return envelope

Interested in sending emails? Start DKIM/SPF set up with your Customer Ops Partner

Request a project planning call with your Customer Ops Partner

Submit your first project! Need help? Check out our Lytho tutorials.

 

New User Onboarding Checklist

Are you a new user at an existing customer? This checklist is for you!

Let us know you’re here!

Read through the Guides for getting started articles here

Setup your Lytho Account

Update account settings on Pledgemine

Interested in sending emails? Start DKIM/SPF set up with your Customer Ops Partner

Request a project planning call with your Customer Ops Partner (if needed)

Submit your first project! Need help? Check out our Lytho tutorials.

 

Would it help to have this list printed?  Find one linked at the top of this article